Owner rule: a stock that should be bought for profit is one whose PRICE is
likely to rise in the next 3-6 months — not one with high EPS growth (BTS had
EPS +137% yet flat/falling price). The old selection ranked buckets 1/2 by
(60/40 theme+siamchart where siamchart was EPS-growth dominated).
- themes.price_trend_score(): blend of ~3/6/12-month price momentum, z-scored
across the universe (heavier 3/6m weight per the 3-6 month tenure).
- allocate_capital: buckets 1/2 rank by momentum, gated on theme_signal > 0
(mean surprise across the symbol's themes). theme_signal=None (backtest path)
is not gated so PIT backtest still allocates. Bucket 3 unchanged (yield top).
- suggestion endpoint passes real momentum + theme_signal from the live board.
- Verified: bucket 1 now picks CRC/BEM (dividend + rising price); falling-price
PTT/MINT go to bucket 3 by yield, not bucket 1. Full suite 372 green (3 new
momentum/theme-gate tests).
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